Social Media: Should it be in Your Business Marketing Plan?

Posted on 20 June, 2017

One of the hot topics discussed at our NAIIA Conference last week in St. Thomas was social media – to be or not to be – in our marketing plans. Although this article is authored by a financial advisor, it has some good points. Using Twitter, LinkedIn and Facebook as part of your marketing strategy that independent adjusters can use to incorporate social media in their marketing plan. Part of marketing is getting your brand out there and I for one welcome the social media avenue. Social media is an important part of my business marketing plan! Hope you enjoy Cathy’s Tuesday Tip! – Cathy Hester

To be or not to be on social media: That isn’t the question. Today, it’s a must for financial advisors to have a digital presence, and that doesn’t mean just putting up a website and hoping prospects will find it.

Reaping results

There’s a strategy for using LinkedIn, Twitter and Facebook to reap marketing results, as Lisa Turley, senior vice president-advisor marketing at Raymond James (RJ), a leader in social media for advisors, tells PC360, in an interview. Turley shares top dos and don’ts for putting those three platforms to work to attract prospects and network with business partners and potential advocates.

While a website is the heart of the advisor’s digital brand, the most productive way to direct traffic to it is via social media. Raymond James introduced social media for its financial advisors back in 2011. Now a big 80% of the firm’s 6,600-plus U.S.-based advisors are using it for digital brand-building.

Part of advisor’s social media marketing plan

Turley, who educates RJ’s financial advisors on how to use social media effectively, sees that effort as part of an advisor’s marketing plan, as well as an excellent way to increase the number of touches to current clients.

PC360 recently spoke by phone with Turley, who joined Raymond James nearly 23 years ago and is a member of the Securities Industry and Financial Markets Association’s Social Media Roundtable. She says that RJ is now inspiring advisors to take an even deeper dive into social media marketing. Read the full article and highlights of the interview at this link.